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Siebel Consumer Sector Guide > Product Distribution > Administrator Procedures >

Assigning Product Categories to Account Catalogs

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The product categories and products available for inclusion in an account's catalog can be controlled by using personalization attributes and rules, as described in About Account Market Segments.

At times, however, an administrator may want to override the personalization rules to further refine the products or product categories that are available to an account. In this case, the administrator assigns exactly the categories of products available for inclusion in an account's catalog in the Account Categories view.

NOTE:  If you assign one or more categories to an account through the Account Category view, only those categories will be available for inclusion in the account's catalog. No categories will be available based on personalization rules; the rules are instead overridden by your category assignments.

To assign categories to an account

From the application-level menu, select View > Site Map > Catalog Administration > Account Categories.
In the Accounts list, select an account.
In the Categories list, click New.
In the Add Category dialog box, select the category or categories to add and click OK.

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